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Walt Disney

3,024 hedge funds and large institutions have $125B invested in Walt Disney in 2024 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 1,091 increasing their positions, 1,421 reducing their positions, and 273 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.21% less ownership

Funds ownership: 68.08%67.87% (-0.21%)

5% less funds holding

Funds holding: 3,1683,024 (-144)

18% less capital invested

Capital invested by funds: $154B → $125B (-$28.4B)

23% less call options, than puts

Call options by funds: $3.14B | Put options by funds: $4.07B

23% less repeat investments, than reductions

Existing positions increased: 1,091 | Existing positions reduced: 1,421

39% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 273

49% less funds holding in top 10

Funds holding in top 10: 10252 (-50)

Holders
3,024
Holders Change
-144
Holders Change %
-4.55%
% of All Funds
43.67%
Holding in Top 10
52
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-49.02%
% of All Funds
0.75%
New
167
Increased
1,091
Reduced
1,421
Closed
273
Calls
$3.14B
Puts
$4.07B
Net Calls
-$935M
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1876
Silverleafe Capital Partners
Tennessee
$697K -$64.3K -597 -8%
AA
1877
Advisory Alpha
Michigan
$696K +$87.5K +813 +13%
HBW
1878
Hazlett, Burt & Watson
West Virginia
$694K -$7.75K -72 -1%
MA
1879
MJP Associates
Connecticut
$690K +$30.8K +286 +4%
PAM
1880
Palisade Asset Management
Minnesota
$689K +$10.8K +100 +1%
BWFA
1881
Baltimore-Washington Financial Advisors
Maryland
$689K +$568K +5,277 +318%
CPIG
1882
Chicago Partners Investment Group
Illinois
$688K +$55.2K +513 +8%
RZH
1883
Relyea Zuckerberg Hanson
Connecticut
$688K +$16.8K +156 +2%
MFA
1884
Mayflower Financial Advisors
Massachusetts
$687K -$136K -1,268 -15%
AC
1885
Apella Capital
Connecticut
$687K +$170K +1,583 +29%
CCG
1886
Chatham Capital Group
Georgia
$685K -$5.38K -50 -0.7%
HWA
1887
Heritage Wealth Advisors
Virginia
$685K
AC
1888
ASB Consultores
Florida
$683K -$270K -2,506 -27%
AWA
1889
Amplius Wealth Advisors
Pennsylvania
$683K -$5.28K -49 -0.7%
BFP
1890
Briaud Financial Planning
Texas
$682K
TTWM
1891
TCV Trust & Wealth Management
Virginia
$681K -$53.6K -498 -7%
HFM
1892
Hartford Funds Management
Pennsylvania
$681K -$105K -979 -12%
CASB
1893
Cape Ann Savings Bank
Massachusetts
$680K -$38.2K -355 -5%
AA
1894
Aire Advisors
California
$680K -$3.55K -33 -0.5%
CPIA
1895
Cornell Pochily Investment Advisors
New York
$680K +$7.75K +72 +1%
V
1896
ViaWealth
Kansas
$680K -$37.8K -351 -5%
PP
1897
PDS Planning
Ohio
$680K -$7.54K -70 -1%
PSP
1898
Principal Street Partners
Tennessee
$679K +$9.26K +86 +1%
WPA
1899
West Paces Advisors
Georgia
$678K
HC
1900
Hara Capital
Washington
$677K

DIS Hedge Fund Activity: Q2 2024 in Review

3,024 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2024, worth a combined $125B — down 18% from $154B a quarter earlier.

Sellers outnumbered buyers: 273 funds closed out of DIS and 167 opened new positions — a net loss of 106 holders — while 1,421 trimmed existing stakes and 1,091 added.

The largest buyer was Jennison Associates, adding an estimated $599M. The largest seller was Trian Fund Management, cutting an estimated $3.2B.

  • 3,024 institutional investors held Walt Disney (DIS) as of Q2 2024, down from 3,168 in Q1 2024.
  • Funds reported $125B of Walt Disney stock for Q2 2024, down 18% quarter-over-quarter.
  • 167 funds opened new Walt Disney positions in Q2 2024 and 273 closed out, a net change of -106 holders.
  • The largest Walt Disney buyer in Q2 2024 was Jennison Associates, an estimated $599M added.
  • The largest Walt Disney seller in Q2 2024 was Trian Fund Management, an estimated $3.2B sold.

Based on aggregated 13F filings for Q2 2024.